"All success comes from doing the right thing for every client."
—Brent Forrest, Founder

Since our founding in 1995, we have served a select number of individuals and families to provide an exceptional investment management and retirement planning experience.

The advice you receive as our client is personalized, grounded in research and integrity, and puts your needs first.


Our Philosophy

We focus on your financial whole and manage the complexity of your unique situation at a competitive, fee-only cost — building a relationship on trust, built to last.

Your goals are our priority. We practice fundamental value investing, without consideration to tactical trading or unpredictable market timing, to drive a higher expected return and work towards achieving your aspirations, whatever the market.


Our Team

As an independent Registered Investment Advisor, we are held to the highest fiduciary standards— working solely for the benefit of our clients. We know them, care about them, and strive to make a profound difference in their daily and financial lives.

Our Process

We schedule an in-person meeting to get to know you, your priorities, and understand how wealth touches your life.
Based on your goals, we build a personalized holistic financial plan with consideration to each of our service offerings: cash management, tax management, insurance analysis, retirement & investments, and estate planning.
We review your plan together, detailing each of our recommendations.